Management Team
Partner | Financial Planner | Tax Accountant
FINANCIAL PLANNING ASSISTANCE INVESTMENT OVERSIGHT SERVICE RETIREMENT PLANNING & IRA PLANNING RISK MANAGEMENT SERVICES TAX, CONSULTING & ACCOUNTING SERVICES TAX REDUCTION PLANNING TAX SERVICESABOUT LINDA
Linda is a partner, team leader, and the founder of Omni 360 Wealth, Inc. Since joining the broader Omni organization in 2010, she has brought decades of experience in investment portfolio management, financial and retirement planning, tax strategy, and treasury management. Her approach blends deep technical expertise with a genuine commitment to helping clients build confidence in their financial futures.
A proud graduate of Penn State and Rutgers University, Linda balances her professional life with a love of gardening, exercise, sports, and cooking. She and her husband especially enjoy growing and preparing meals, sharing them with family and friends—often accompanied by a well-chosen glass of wine.
A BRIEF HISTORY
Linda founded Omni 360 Wealth, Inc. (formerly PFG-FP and Sound Financial Solutions, Inc.) in 1996 with a clear philosophy: everyone deserves access to independent, expert financial advice—regardless of income or net worth. She brings Wall Street knowledge and market insight to Main Street clients, drawing on decades of national and international financial services experience.
Her dedication to lifelong learning and her ability to listen objectively allow her to deliver thoughtful, informed guidance to clients seeking clarity and direction in an increasingly complex financial landscape.
Linda holds a B.S. in Accounting from The Pennsylvania State University and an MBA with a concentration in Finance from Rutgers University. She remains active in both her local and professional communities and lives in Middletown, Delaware with her husband.
LATEST REELS
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Linda is engaged, or continues to be engaged, to provide investment advisory services.
